Help & Documentation

Sending a Tableau Workbook

Sometimes Metric Insights will ask you to export a Tableau workbook and send it. This is done for helping with best practices and sometimes for troubleshooting issues you may have. The workbook includes the dashboards and worksheets.

Sending a Packaged Workbook

To send a "packaged workbook" (i.e., *.twbx) file, follow the instructions from Tableau:

Note: If the workbook uses an external data source such as SQL, you will need to export the data first, so that it can be included with the *.twbx file. Instructions for doing that are in the same article. It's all straightforward.